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PGIM Active High Yield Bond ETF

109 hedge funds and large institutions have $892M invested in PGIM Active High Yield Bond ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 24

123% more capital invested

Capital invested by funds: $400M → $892M (+$492M)

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

11% more funds holding

Funds holding: 98109 (+11)

6.32% more ownership

Funds ownership: 91.12%97.44% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
57
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
PFW Advisors
Georgia
$4.7M +$22.4K +633 +0.5%
Stifel Financial
27
Stifel Financial
Missouri
$4.62M +$2.3M +64,908 +99%
OPAM
28
Ocean Park Asset Management
California
$4.55M
BCG
29
Breakwater Capital Group
New Jersey
$4.1M +$1.74M +49,109 +74%
Jane Street
30
Jane Street
New York
$3.99M +$3.99M +112,408 New
SWP
31
Stratos Wealth Partners
Ohio
$3.92M +$344K +9,695 +10%
SWA
32
Sax Wealth Advisors
New Jersey
$3.69M +$503K +14,184 +16%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.64M +$3.64M +102,668 New
Jones Financial Companies
34
Jones Financial Companies
Missouri
$3.41M +$724K +20,416 +27%
CPA
35
Capital Performance Advisors
California
$3.06M +$732K +20,643 +32%
MA
36
Mutual Advisors
Nebraska
$2.77M +$2.77M +78,129 New
SAM
37
Smartleaf Asset Management
Massachusetts
$2.58M +$2.3M +64,771 +834%
A
38
Alongside
Texas
$2.45M +$2.45M +68,975 New
CRW
39
Clarity Retirement & Wealth
Massachusetts
$2.23M +$2.23M +62,846 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.16M +$327K +9,237 +18%
KL
41
Keenan LLC
Massachusetts
$2.11M +$2.11M +59,595 New
T
42
TrustBank
Illinois
$2.01M +$2.01M +56,748 New
EH
43
Equitable Holdings
New York
$1.87M +$61.7K +1,741 +3%
FCFC
44
First Citizens Financial Corp
Iowa
$1.81M +$168K +4,725 +10%
RBWA
45
RFG - Bristol Wealth Advisors
Massachusetts
$1.81M +$96.1K +2,710 +6%
FC
46
Fjell Capital
North Dakota
$1.74M +$17.5K +494 +1%
GWM
47
Gibbs Wealth Management
Georgia
$1.62M -$111K -3,144 -6%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.61M -$132K -3,723 -8%
PAS
49
Park Avenue Securities
New York
$1.59M +$396K +11,174 +33%
PJSIMP
50
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.44M +$61.2K +1,727 +4%

PHYL Hedge Fund Activity: Q4 2025 in Review

109 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q4 2025, worth a combined $892M — up 123% from $400M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PHYL positions and 13 closed out — a net gain of 11 holders — while 57 added to existing stakes and 24 trimmed.

The largest buyer was Prudential Financial, adding an estimated $346M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $5.76M sold.

  • 109 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q4 2025, up from 98 in Q3 2025.
  • Funds reported $892M of PGIM Active High Yield Bond ETF stock for Q4 2025, up 123% quarter-over-quarter.
  • 24 funds opened new PGIM Active High Yield Bond ETF positions in Q4 2025 and 13 closed out, a net change of +11 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q4 2025 was Prudential Financial, an estimated $346M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q4 2025 was Redhawk Wealth Advisors, an estimated $5.76M sold.

Based on aggregated 13F filings for Q4 2025.